See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $124,744 | $209,832-40.6% | $189,513-34.2% | $167,490-25.5% |
| Participation rate | 61.5% | 88.7%-27.1pp | 87.8%-26.3pp | 82.1%-20.6pp |
| Annual return | 23.76% | 748.27%-724.5pp | 555.15%-531.4pp | 478.56%-454.8pp |
| Employer contribution / active EE | $2,111 | $6,914-69.5% | $6,162-65.7% | $4,837-56.4% |
| Participant deferral / active EE | $2,783 | $8,935-68.9% | $8,221-66.1% | $6,341-56.1% |
| Admin fee / account holder | $69 | $14,293-99.5% | $12,045-99.4% | $12,309-99.4% |